Carter Heim brings to our clients 30 years of experience serving businesses, owners, and organizations. He focuses on innovative planning for businesses and their owners, as well as litigation support. He specializes in integrating various disciplines to serve clients. He applies expertise he has gained across income taxation, estate taxation, business valuations, as well as business and financial planning. In addition to ongoing business and tax planning, Carter crafts plans and solutions to address a wide range of needs including succession planning, estate tax planning, business growth, and the sale or purchase of businesses.
A native of Baltimore, Carter graduated from the University of Maryland at College Park with a Bachelor degree in Accounting in 1975. He went on to graduate from the University of Baltimore with a Master of Science in Taxation degree in 1984. Carter started in public accounting with Faw, Casson & Company in 1975 and passed the CPA exam in 1977. He formed Hammond & Heim, Chartered, with Jimmy Hammond in 1984.
In July of 1995, he launched Heim & Associates, the predecessor of HeimLantz. In 1997, Carter received the American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement in business valuations. In 2010 Carter received the Certified in Financial Forensics designation awarded by the American Institute of Certified Public Accountants. In 2012, he received the Chartered Global Management Accountant credential from the AICPA.
Carter Heim is a certified Gravitas Impact executive coach. The certification program is based on the growth concepts in the best-selling business books “Mastering the Rockefeller Habits” and “Scaling Up” by Verne Harnish, as well as the signature Gravitas One-Page Strategic Plan. It includes requirements such as the study and mastery of the Four Decisions® content, application of best practices, and ongoing education by the world’s top thought leaders such as Jim Collins and Patrick Lencioni. Gravitas Impact coaches work with business leaders around the world, helping them successfully grow their companies focusing on the four critical areas of people, strategy, execution, and cash. You can take Carter’s Four Decisions® Mini-Assessment by clicking here.
An active leader in the accounting profession, Carter is a member and past president of the Maryland Association of Certified Public Accountants (MACPA) and served on the Board of Directors of the AICPA from 2008 – 2011. He now serves on the AICPA’s Private Companies Practice Section Executive Committee. Carter has taught many continuing education programs for the MACPA and the AICPA.
In the business community, Carter is a member of the Board of Directors of BankAnnapolis, a publicly-traded corporation, where he serves as chairman of its Audit Committee and on its Executive Loan Committee. He is also currently the vice-chairman of the board of directors for the Annapolis & Anne Arundel County Chamber of Commerce.
Equally active in the community, in 2011 Maryland Governor Martin O’Malley appointed Carter to the Board of Trustees of the Chesapeake Bay Trust and Anne Arundel County Executive John Leopold appointed Carter to the Board of Directors of the Anne Arundel Workforce Development Corporation. Recently, for four years on each board, Carter served as president of the Board of Directors of the Anne Arundel Community College Foundation and as Chairman of the Board of Trustees of St. Mary’s School, a K-12 school of more than 1,400 students. Carter is a regular speaker on tax and business matters to various local and national business and non-profit groups.
Carter and his family reside in the Annapolis area.